Auravest is a net worth tracker built for Australians. It brings property, ASX shares, super, crypto, savings, and liabilities into one dashboard so you can see your full position in one place.
This article explains what the platform does, what it doesn't, and the first three things to set up.
What Auravest does
- Tracks net worth over time. Daily snapshots build a historical chart of your position.
- Aggregates accounts and assets. Connect Up Bank for automatic syncing, upload CSV statements from other banks, and add property, shares, super, and crypto manually.
- Estimates property values. When you add a property by address, Auravest pulls a market estimate from Australian property data sources.
- Runs retirement simulations. A Monte Carlo simulator models how long your money lasts under different return, contribution, and withdrawal scenarios.
- Has an AI assistant. Ask it questions about your dashboard data, like spending categories or portfolio mix.
What Auravest doesn't do
- It doesn't move money. All bank connections are read-only.
- It doesn't file your tax return or replace an accountant.
- It doesn't give personal financial advice. Outputs are informational, based on the figures you've entered.
Your first three steps
- Set your profile. Go to Settings → Profile and confirm your tax residency, base currency (AUD by default), and optional income. The AI assistant and simulations use these values.
- Add one account or asset. The fastest path is connecting Up Bank under Data Sources. If you don't use Up, upload a CSV statement instead, or add a property under Add Asset.
- Add any liabilities. Mortgages and loans go in the Liabilities tab. Without them, the net worth figure is gross, not net.